Elizabeth GarveyCRD Number: 4547708
Current Firm: Barry Investment Advisors, LLC
Elizabeth Garvey (CRD# 4547708) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 11 years of experience in the finance industry. Elizabeth Garvey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Four Ponds Financial Planning
Oppenheimer & Company Inc.
Msi Financial Services, Inc.
|Barry Investment Advisors, LLC||New Bedford, MA||Sep 2014 - Current||2|
|Joseph Barry Company, LLC||New Bedford, MA||Apr 2010 - Sep 2014||4|
|Unemployed||Plymouth, MA||Apr 2009 - Apr 2010||1|
|Calibre Advisory Services, Inc.||Waltham, MA||Sep 2004 - Apr 2009||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2005|
Total Assets Under Management614MILLIONS
Total Number of Accounts1,376ACCOUNTS
Average Account Value$446,451
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, LA, MA, MD, NH, NY, RI, VA